How can I improve my data for reporting?

The principal objective of using Time Study is to collect time study data; however, an equally crucial aspect of this process is the effective reporting and presentation of that data in a manner that is both useful and insightful.

To enhance the structure of your data and streamline your reporting tasks, consider implementing several strategies:

• Updating Activity Details
  • Activity Type
    • By default, the Activity Type is "Not Specified" but you can also opt to label an activity as Pre-Transplant, Post-Transplant, Part A, or Part B.
    • Using these Activity Types improves the Time Reported by Person report, allowing you to "export by Type" and view the sums for each Activity Type, which then makes it much easier for you to perform a calculation such as "allowable time out of total time" for each person.
    • When using Part A and Part B, the Activity Types also impact the Finance report, breaking those hours out into separate columns.
  • Non-Productive Time
    • The new "Data Quality Insights" report flags time that was submitted prematurely. However, you might want to exclude PTO from this report, if it's valid for a person to know their PTO in advance of the time study week. Within the Activity details, you can mark an activity as "Non-Productive Time" which will exclude it from the Data Quality Insights report, reducing unnecessary alerts and enabling a cleaner, more focused view of potentially problematic entries. 

• User Profiles: Organizational Structure
  • Organizing your data by business units, departments, and specialties offers clearer insights into time allocation and its alignment with organizational goals.
  • Business Unit and Department are used as filters in the vast majority of reports.
  • Specialty is also used as a filter in some reports.
  • Using these filters or columns in the report can help identify teams needing extra guidance for better compliance and accuracy.
    
    
    
     
• Categories & Category Groups
  • Categories are the blue headers on your time study forms. These can be used to format the time study in a way that makes it easier on the Reporters.
  • Category Groups, a new feature in 2024, allow you to group those Categories into larger segments for the "Time Spent by Category" pie chart on the dashboard. This visualization helps quickly assess time allocation, facilitating informed decisions and easy sharing with management.

• If you'd like to group your Categories in a different way than they're currently set up, you can do so from the Control Panel:
  • Click System Settings from the Navigation Menu
  • Click Control Panel
  • Under Group, click Category
• If you need assistance with this feature, we'd be happy to help.